Breaking Down Michael Burry’s Big Nvidia Short Thesis and Open AI’s Massive Loss Projections | Jack & Max

Breaking Down Michael Burry’s Big Nvidia Short Thesis and Open AI’s Massive Loss Projections | Jack & Max

This Monetary Matters episode is brought to you by Fiscal AI. Save 30% off any paid tier at for Black Friday: http://fiscal.ai/mm Jack Farley & Max Wiethe breakdown Michael Burry’s big Nvidia short thesis and the recent projections from HSBC that Open AI will lose nearly half a trillion dollars between now and 2030. They also discuss the recent repricing of Fed rate cuts in December and debate which companies are the biggest losers if AI turns out to be a bubble. Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Max on Twitter: https://x.com/maxwiethe Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Timestamps: 00:00 Intro 00:16 The Biggest Event in Macro 00:55 Breaking Down Michael Burry's Short Thesis for Nvidia 04:47 Semiconductors Are Historically Cyclical 07:08 Is Nvidia a Good Short? 08:25 Criticism of Burry's Analysis 16:38 Fiscal.ai 18:17 Open AI's Massive Loss Projections 24:26 AI Coding Agent Revenues 26:25 Can Nvidia Escape Unscathed? 29:54 Michael Burry's Substack Success 30:54 AI Spending's Impact on GDP 31:56 December Fed Meeting

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(278)

The Ultimate Playbook for Reducing The Fed’s Balance Sheet | Professor Darrell Duffie on 4 Tools For Federal Reserve To Shrink Reserve Demand In Banking System

The Ultimate Playbook for Reducing The Fed’s Balance Sheet | Professor Darrell Duffie on 4 Tools For Federal Reserve To Shrink Reserve Demand In Banking System

Learn more about the Fundrise Income Fund here: https://Fundrise.com/mm It's no secret that the new Fed chair, Kevin Warsh, prefers the Federal Reserve to have a smaller balance sheet, perhaps a m...

5 Juli 1h 3min

The Real Estate Cycle Is Turning | Josh Pristaw on The New Cycle in Real Estate, Opportunity in Senior Living, Why AI Data Centers Are Too Big For Most Investors

The Real Estate Cycle Is Turning | Josh Pristaw on The New Cycle in Real Estate, Opportunity in Senior Living, Why AI Data Centers Are Too Big For Most Investors

Learn more about the Fundrise Income Fund here: https://Fundrise.com/mm In this episode of Monetary Matters, host Jack sits down with Josh Pristaw, President of the $73 Billion real estate firm Cl...

4 Juli 54min

What If It’s Still Early? | Erik YWR on $10,000 S&P 500 by 2027 Case, Hyperscaler ROIC, AI CapEx, Semis, Exchanges, and Reverse Crash Risk In “Project Zimbabwe”

What If It’s Still Early? | Erik YWR on $10,000 S&P 500 by 2027 Case, Hyperscaler ROIC, AI CapEx, Semis, Exchanges, and Reverse Crash Risk In “Project Zimbabwe”

In this episode, veteran investor and macro strategist Erik from the Erik YWR Substack breaks down his bold bull thesis projecting the S&P 500 to hit 10,000 by the end of 2027. Drawing on his past inv...

2 Juli 1h 6min

Top IPO Scholar on Unprecedented IPO Wave & Why IPOs Underperform the Market | Jay Ritter

Top IPO Scholar on Unprecedented IPO Wave & Why IPOs Underperform the Market | Jay Ritter

Leading IPO researcher Jay Ritter, widely known as "Mr. IPO" and the director of the IPO Initiative at the University of Florida's Warrington College of Business breaks down the historic 2026 public m...

30 Juni 51min

Rothschilds, Railroads, & Ruin | Liaquat Ahamed on “1873” (New Book!)

Rothschilds, Railroads, & Ruin | Liaquat Ahamed on “1873” (New Book!)

Liaquat Ahamed, legendary financial historian and author, joins Jack to discuss his latest book, "1873: The Rothschilds, the First Great Depression, and the Making of the Modern World.” Ahamed unpacks...

29 Juni 54min

Inside The Platform Helping to Invest Like Substack & FinTwit's Top Researchers | Plutus

Inside The Platform Helping to Invest Like Substack & FinTwit's Top Researchers | Plutus

In this episode of Other People's Money, host Max Wiethe sits down with Shashank Chiranewala, founder of the new investment platform Plutus, to explore the future of independent research and portfolio...

24 Juni 47min

Ed Zitron: The AI Bubble is Bleeding Cash, Here Are The Receipts

Ed Zitron: The AI Bubble is Bleeding Cash, Here Are The Receipts

Ed Zitron is one of the most prolific skeptic of the AI Boom. Having just reported OpenAI’s 2025 financial loss, he joins Jack to argue that the sheer size of the losses by the large language model (L...

21 Juni 1h 10min

Jim Chanos & Val Zlatev: Long and Short Alpha in AI, Semiconductors, Neoclouds, and Data Centers | MacroMinds Symposium 2026

Jim Chanos & Val Zlatev: Long and Short Alpha in AI, Semiconductors, Neoclouds, and Data Centers | MacroMinds Symposium 2026

In this panel at MacroMinds Symposium, Jack Farley sits down with legendary short seller Jim Chanos and Val Zlatev, Portfolio Manager and Partner at Analog Century Management, to analyze the long and ...

20 Juni 55min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
svd-tech-brief
rss-borsens-finest
dynastin
uppgang-och-fall
avanzapodden
bathina-en-podcast
rss-inga-dumma-fragor-om-pengar
lastbilspodden
fill-or-kill
rss-dagen-med-di
rss-dominoeffekten
borsmorgon
rikatillsammans-om-privatekonomi-rikedom-i-livet
tabberaset
kapitalet-en-podd-om-ekonomi
market-makers
montrosepodden